Financial Counselor, Pfc - Peterson/schriever Sfb, Co.

MagellanHealth

Colorado Springs, CO, USA
Base: $58,440 - $93,500; bonus/equity: not specifi...
Personal financial counseling services
Conducting briefings and presentations
Virtual and electronic communication skills
This position will provide personal financial services at assigned military installations to service members and their families

Job Summary

  • This position will provide personal financial services at assigned military installations to service members and their families.
  • The role includes conducting one-on-one counseling, briefings, presentations, and providing referral resources.
  • Magellan offers a comprehensive benefits package and is an Equal Opportunity Employer committed to employee wellbeing.

Matching Summary

This position will provide personal financial services at assigned military installations to service members and their families.

Salary

Base: $58,440 - $93,500; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package including health, life, voluntary and other perks

Skills & Requirements

Must-have

  • Personal financial counseling services
  • Conducting briefings and presentations
  • Virtual and electronic communication skills
  • Coordination of financial management classes
  • Collaboration with military installation Points of Contact
  • Management of duty to warn situations

Nice-to-have

  • Quality improvement committee participation
  • Ability to publicize financial workshops
  • Experience with military lifecycle financial topics

Key Requirements

  • Bachelor's degree or equivalent combination of education and experience
  • 3+ years of financial counseling experience
  • U.S. citizenship required
  • Fluent English required; bilingual English and Spanish if contract requires
  • Accredited Financial Counselor (AFC), Certified Financial Planner (CFP), or Chartered Financial Consultant (ChFC) certification
  • Ability to obtain favorably adjudicated Tier 2 investigation
  • Pass Congressionally Mandated Disclosures for Organizational Conflicts of Interest process

Work Rights

Must have US citizenship

Tailored Resume

Cover Letter